See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,758 | $111,724-73.4% | $93,606-68.2% | $145,922-79.6% |
| Participation rate | 58.3% | 74.2%-15.9pp | 68.7%-10.4pp | 80.3%-21.9pp |
| Annual return | 15.97% | 202.98%-187.0pp | 133.20%-117.2pp | 561.29%-545.3pp |
| Employer contribution / active EE | $1,214 | $3,090-60.7% | $2,420-49.8% | $4,660-73.9% |
| Participant deferral / active EE | $1,612 | $4,912-67.2% | $4,411-63.5% | $6,688-75.9% |
| Admin fee / account holder | $3,911 | $10,250-61.8% | $8,285-52.8% | $13,397-70.8% |